See what is moving.
Connect the conversation, the pipeline and the numbers. Give your team a clearer view of the business.
Less reconciliation. More perspective.
We connect the systems where your work happens so the CRM and reporting reflect it. The same approach can extend into invoicing and cash planning.
- Pipeline with the activity behind it
- Reports connected to your working systems
- Finance workflows built around your operation
Built and running at SMGP.
We work with your existing stack where it fits and agree on any changes before building. Source data, calculations and exceptions remain inspectable.
Inside our own operationThe sales CRM
Opportunities board with a weighted pipeline computed in the database, a unified inbox fed by webhooks, activity log and weekly KPI.
It replaces GoHighLevel.
Finance OS
Bank and Stripe transactions synced into Supabase (4,576 transactions across 24 months), a 13-week cash forecast with three scenarios, monthly P&L, and branded invoicing at invoices.smgp.co.
It replaces a bookkeeper's spreadsheet and GoHighLevel invoicing.
The forms builder
Forms.smgp.co: 13+ live forms, Supabase backend, Slack alert on every submission.
It replaces GoHighLevel forms.
Built in your accounts.
Yours to keep.
We understand the workflow, agree on the scope and build it with your team. The handover includes the system and its documentation.
Start with a scoped project, or make it part of embedded AI engineering: an AI engineer inside your team who keeps building the software your company runs on.
How a systems project worksThe practical details.
Do we have to switch CRMs?
No. We build inside the CRM you already pay for. HubSpot and Salesforce are the two we connect most often, and the reply copilot, the lead alerts and the activity logging all write into them. Our own sales CRM was built from scratch because we had outgrown GoHighLevel, and it is the reference for the data model, not a product you have to adopt.
What does the weekly report show?
Which list and which message produced pipeline this week, what changed, and what is being tested next. Not sends and opens. Revenue. The report is tied to the CRM, so the numbers in it are the same numbers on the board, and it lands in the format your team already reads.
What is a pipeline computed in the database?
A forecast that nobody types. Each stage carries a weight you agreed, each opportunity carries a value, and the database multiplies and sums them every time something changes. The number on the board is the same number in the report and in the forecast, and it moves when the systems log an activity.
Can you build the finance layer on its own?
Yes. Finance OS is the build we point to: bank and Stripe transactions synced into Supabase, a rules engine and an AI categorizer feeding a review queue, a 13-week cash forecast with three scenarios, a monthly P&L, and branded invoicing with automated month-end billing. On its own it is a systems project, scoped on the call.
What could your business become?
Let’s find the next move. A conversation with our team, a clear direction, and a plan to build it.
Book a strategy call Contact our team